Knowledge Base Article

How to Use the Contact Log to Track Constituent Interactions

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The Contact Log in Argenta tracks all interactions with constituents - phone calls, meetings, conversations, and other touchpoints. This creates a complete history of your relationship with each person.

What Is the Contact Log?

The Contact Log is a chronological record of all interactions with a constituent. Every phone call, meeting, email exchange, or note about a conversation can be logged here.

Accessing the Contact Log

  1. Open any constituent-related record (Donor, Volunteer, Member, etc.)
  2. Look for the Contact Log tab in the navigation
  3. Click to view all logged interactions

Adding a Contact Log Entry

  1. Navigate to the Contact Log tab on the record
  2. Click Add New
  3. Select the Contact Type (Phone Call, Meeting, Email, etc.)
  4. Enter the Date of the interaction
  5. Add a Description of what was discussed
  6. Assign a team member if applicable
  7. Save the entry

Contact Log Entry Types

Common contact types include:

  • Phone Call (Inbound/Outbound)
  • In-Person Meeting
  • Email Correspondence
  • Video Call
  • Text Message
  • Written Correspondence
  • Site Visit

Viewing the Master Contact Log

To see all contact log entries across all constituents:

  1. Go to Workflow & Productivity
  2. Click on Contact Log
  3. This shows all interactions across your organization
  4. Filter by date range, team member, or contact type

Automatic Contact Log Entries

Argenta can automatically create contact log entries when:

  • Emails are sent to a constituent
  • Engagements are recorded
  • Certain notifications are sent

Best Practices

  • Log important conversations immediately after they happen
  • Include key details like commitments made or follow-up needed
  • Assign follow-up tasks when action is required
  • Use consistent contact types for better filtering
  • Review the contact log before reaching out to a constituent

Using Contact Logs for Relationship Management

The Contact Log helps you:

  • Avoid duplicate outreach by different team members
  • Remember previous conversations and preferences
  • Track the frequency of interactions
  • Demonstrate stewardship efforts to leadership
  • Prepare for meetings by reviewing history